Tools - Reminders / Tasks

This is a screen where the currently logged in user can add personal tasks or reminders on a calendar. It does not integrate with the appointment book at the moment, but we are hoping to add more capabilities to this feature in the future.

If a user's options are set to "Show Reminders at Startup", this screen will open automatically upon login if their are ony tasks or reminders not marked as "Done" for the current day. If the reminder occured in the past and is not marked as done, this screen will not appear automatically.

• Double-Click on a date to add a new reminder. The window below will appear
• Use the Previous and Next buttons to change months
• The grid on the right will display the task or reminders for the day selected.
• Double-click on a row in the grid at the right to edit a reminder or mark it as "Done". The screen below will appear

• Enter the Start Time and End Time
• Choose a call Type. The choices that appear in the "Type" drop down list are managed under the "Other" option in the Master Lists.
• Enter a note for the reminder.
• Check the "Done" box to indicate that the task or reminder has been completed. If a reminder is marked as Done, it will appear with a gray background when displayed in the grid on the right side of the screen.